Archiving Projects

If you don’t want to roll over a project and don’t want it to appear on the Run Project Rollover screen, you can archive it. Archiving a project marks it as being rolled over without creating a duplicate project.

1. Go to the Run Project Rollover screen.

2. In the Branch field, select which branch’s projects you want to archive.

3. In the Action dropdown, select Archive.

4. Optionally, use other fields in the screen’s summary area to filter the list of projects. For example, you could use the Project Status field to only view active projects.

5. If you want to archive:

   • All projects in the table, click Process All on the toolbar.

   • Some projects but not all of them, continue to step 6.

6. In the table, select the checkboxes for the projects you want to archive.

7. On the toolbar, click Process.

   After the projects have been archived, the Project Rolled Over checkbox is automatically selected on the Summary tab of the Projects screen.